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Disclosery

SPHY SPDR SERIES TRUST

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SHS (fund)

432 managers (439 13F filers) reported a position in SPHY shares at 2024-12-31, 185,817,630 shares in all. 63 filers opened a position and 35 filers sold out during the quarter.

Managers
432
13F filers
439
New
63
Added
217
Reduced
87
Sold out
35
Shares held by filers
185,817,630

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VanderPol Investments L.L.C.47,048$1.1M2.41%+30,50913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …46,679$1.1M0.09%new13F-HR/ATimeline
Redwood Financial Network Corp45,361$1.06M0.79%-49013F-HRTimeline
Atria Investments, Inc45,240$1.06M0.01%-35,91113F-HRTimeline
Keystone Wealth Services, LLC45,012$1.06M0.28%+45813F-HRTimeline
TOWNSQUARE CAPITAL LLC44,569$1.05M0.01%+17,30313F-HRTimeline
IHT Wealth Management, LLC44,188$1.04M0.03%+16,91013F-HRTimeline
PACIFIC FINANCIAL GROUP INC43,511$1.02M0.76%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC43,328$1.02M0.14%-2,76713F-HRTimeline
HRT FINANCIAL LP43,308$1.02M0.01%-209,25013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC43,010$1.01M<0.01%-9,99313F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp42,911$1.01M<0.01%new13F-HRTimelineGroup
CAPITAL WEALTH MANAGEMENT, LLC42,908$1.01M0.43%new13F-HRTimeline
United Advisor Group, LLC42,335$994K0.2%new13F-HRTimeline
Qube Research & Technologies Ltd42,315$993K<0.01%+23,39213F-HRTimeline
CENTAURUS FINANCIAL, INC.42,310$993K0.06%-66413F-HRTimeline
New Insight Wealth Advisors41,954$985K0.49%+4,46413F-HRTimeline
Arete Wealth Advisors, LLC41,593$976K0.07%+25,91213F-HRTimeline
Fermata Advisors, LLC40,748$956K0.18%-3,18513F-HRTimeline
Creative Planningin group Creative Planning39,669$931K<0.01%new13F-HRTimelineGroup
WealthTrak Capital Management LLC39,077$917K0.78%13F-HRTimeline
Brown Financial Advisory38,669$908K0.65%-42013F-HRTimeline
Aspire Private Capital, LLC36,817$864K0.21%+3,81213F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.36,770$863K0.66%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC35,737$839K0.01%+1,61513F-HRTimelineGroup
Stewardship Advisors, LLC35,058$823K0.23%+8,14713F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…34,649$823K0.05%+34,64913F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC34,595$812K0.38%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…34,420$808K0.12%+1,34313F-HRTimeline
Continuum Advisory, LLC34,412$808K0.1%+4,88413F-HRTimeline
Arkadios Wealth Advisors34,215$803K0.04%+5,20613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC32,530$763K<0.01%+2,53013F-HRTimelineGroup
Hobart Private Capital, LLC32,109$754K0.19%new13F-HRTimeline
Trilogy Capital Inc.31,483$739K0.04%-4,40013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC31,376$736K0.04%+4,54613F-HRTimeline
Provenance Wealth Advisors, LLC29,642$696K0.09%013F-HRTimeline
Advisors Asset Management, Inc.29,614$695K0.01%+4,18413F-HR/ATimeline
Compass Ion Advisors, LLC29,003$681K0.08%-9213F-HRTimeline
HighTower Advisors, LLC28,576$671K<0.01%-2,00013F-HRTimeline
Exchange Bank28,380$666K0.54%+4,42013F-HRTimeline
Anchor Pointe Wealth Management, LLC27,897$655K0.85%13F-HRTimeline
Visionary Wealth Advisors27,715$650K0.04%+1,20513F-HRTimeline
WealthPlan Investment Management, LLC27,353$642K0.06%+1,38213F-HRTimeline
Lifeworks Advisors, LLC26,787$629K0.11%-6,56413F-HRTimeline
Godshalk Welsh Capital Management, Inc.26,725$627K0.4%+3,92513F-HRTimeline
Leslie Global Wealth, LLC26,702$627K0.29%-26,45413F-HRTimeline
MainStreet Investment Advisors LLC26,010$610K0.09%new13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…25,917$608K0.05%new13F-HRTimelineGroup
Wealth Group, Ltd.25,717$604K0.39%+4,31913F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…25,373$596K0.1%+2,08913F-HRTimeline
Maia Wealth LLC24,847$592K0.13%+9,57713F-HRTimeline
LaSalle St. Investment Advisors, LLC25,050$587K0.18%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…24,819$583K0.11%new13F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB24,405$573K0.02%+17,94513F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV24,167$567K0.22%13F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC23,668$555K0.16%+7,17613F-HRTimeline
Lion Street Advisors, LLC23,000$540K0.17%new13F-HRTimeline
Vantage Financial Partners, LLC22,576$530K0.13%-4,51513F-HRTimeline
Betterment LLC22,336$524K<0.01%+2,31413F-HRTimeline
Yoffe Investment Management, LLC21,941$515K0.76%13F-HR/ATimeline
Fairman Group, LLC21,335$501K0.41%+2,10013F-HRTimeline
HARBOUR INVESTMENTS, INC.21,216$498K0.01%+3,41513F-HRTimeline
Consolidated Portfolio Review Corp21,181$497K0.08%013F-HRTimeline
Auour Investments LLC20,675$492K0.17%+2,90513F-HRTimeline
Western Wealth Management, LLC20,712$486K0.03%-1,00513F-HR/ATimeline
Apella Capital, LLC20,479$481K0.02%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC20,451$480K<0.01%-10,40913F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …20,182$474K0.01%-42413F-HRTimelineGroup
Orion Porfolio Solutions, LLC19,749$464K<0.01%+5,42613F-HRTimeline
Orion Portfolio Solutions, LLC19,749$464K<0.01%+5,42613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management19,606$460K0.01%+4,31513F-HRTimelineGroup
Stokes Family Office, LLC19,572$459K0.05%new13F-HRTimeline
BIRCH FINANCIAL GROUP, LLC19,558$459K0.52%13F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…19,508$458K0.19%+10,10713F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC19,288$453K<0.01%+9,64413F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.19,241$452K0.18%-17913F-HRTimeline
Collaborative Wealth Managment Inc.19,167$450K0.2%-94713F-HRTimeline
Austin Private Wealth, LLC18,144$426K0.04%+34413F-HRTimeline
EHRLICH FINANCIAL GROUP17,927$421K0.3%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,868$419K<0.01%+5,08813F-HRTimelineGroup
WPG Advisers, LLC17,781$417K0.39%13F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC17,651$414K0.45%13F-HRTimeline
GPS Wealth Strategies Group, LLC17,171$403K0.05%+6213F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…17,145$402K0.08%+2,43013F-HRTimelineGroup
Wealthspire Retirement, LLC16,912$397K0.03%+1,05913F-HRTimeline
Belpointe Asset Management LLC16,532$393K0.02%+25213F-HRTimeline
SWMG, LLC15,895$377K0.15%-38013F-HRTimeline
TFG Advisers LLC15,933$374K0.13%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…15,680$368K0.14%13F-HRTimeline
INSTRUMENTAL WEALTH, LLC15,181$360K0.34%+1,23913F-HRTimeline
PEAK FINANCIAL ADVISORS LLC14,864$349K0.18%-23513F-HRTimeline
Ausdal Financial Partners, Inc.14,854$349K0.03%+41513F-HRTimeline
Coppell Advisory Solutions LLC14,830$348K0.05%-3,54813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,820$348K<0.01%+9213F-HRTimelineGroup
Scott Capital Advisors, LLC14,606$342K0.1%+33313F-HRTimeline
NAPATREE CAPITAL LLC14,560$342K0.2%+3,77213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC14,151$332K0.03%-1,28213F-HRTimeline
Signal Advisors Wealth, LLC13,674$321K0.04%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.13,665$321K0.01%-26,31713F-HRTimeline
Global View Capital Management LLC13,499$318K0.11%13F-HRTimeline
LaFleur & Godfrey LLC13,449$316K0.04%+94313F-HR/ATimeline
Essential Planning, LLC.13,240$314K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc13,338$313K0.06%-27013F-HRTimeline
Geller Advisors LLC13,314$312K0.02%013F-HRTimeline
Key Financial Inc13,243$311K0.07%+31013F-HRTimeline
IFP Advisors, Inc13,121$308K0.01%-1,82113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,951$304K<0.01%-1,95213F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC12,878$302K0.28%+1,19013F-HRTimeline
Financial Advocates Investment Manageme…12,855$302K0.02%+13413F-HRTimeline
Lynx Investment Advisory12,810$301K0.21%+47613F-HRTimeline
Strategic Investment Advisors / MI12,569$295K0.03%+26413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,530$294K0.01%+2,93713F-HRTimelineGroup
Ariadne Wealth Management, LP12,363$293K0.13%+90713F-HRTimeline
SVB WEALTH LLC12,450$292K0.01%new13F-HRTimeline
Certified Advisory Corp12,424$292K0.03%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.12,410$291K0.01%+41513F-HRTimeline
PETRA FINANCIAL ADVISORS INC12,175$286K0.19%+38713F-HRTimeline
KFG WEALTH MANAGEMENT, LLC12,100$284K0.05%-1,91513F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…12,062$283K<0.01%+11,83813F-HRTimelineGroup
Pinnacle Bancorp, Inc.11,990$281K0.09%013F-HRTimeline
Gladstone Institutional Advisory LLC11,621$273K0.01%-79213F-HRTimeline
Portland Financial Advisors Inc11,234$264K0.71%13F-HRTimeline
Runnymede Capital Advisors, Inc.11,053$259K0.23%13F-HRTimeline
Symphony Financial Services, Inc.11,000$258K0.21%-4,75013F-HRTimeline
Madden Advisory Services, Inc.10,881$255K0.12%+5313F-HRTimeline
Center For Asset Management LLC10,871$255K0.17%-27013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.10,839$254K<0.01%+28913F-HRTimelineGroup
Sowell Financial Services LLC10,756$252K0.01%-31,50713F-HRTimeline
Keystone Financial Group10,575$248K0.02%013F-HRTimeline
Acorn Wealth Advisors, LLC10,536$247K0.1%+27213F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.10,536$247K0.24%13F-HRTimeline
Integrated Wealth Concepts LLC10,370$243K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…10,182$239K0.02%+1,17313F-HRTimeline
WBH ADVISORY INC10,145$238K0.02%new13F-HRTimeline
MONECO ADVISORS, LLC10,102$237K0.03%+31613F-HR/ATimeline
Cresset Asset Management, LLC9,969$234K<0.01%new13F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC9,829$231K0.04%013F-HRTimeline
NOVEM GROUP9,746$229K0.03%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,655$227K<0.01%013F-HRTimelineGroup
Vise Technologies, Inc.9,641$226K0.02%-32013F-HRTimeline
Advisory Services Network, LLC9,295$218K<0.01%new13F-HRTimeline
Good Life Advisors, LLC9,131$214K0.02%new13F-HRTimeline
NorthStar Asset Management LLC /NJ/9,101$214K0.14%+63613F-HRTimeline
FSA Advisors, Inc.9,004$211K0.26%-77713F-HRTimeline
World Investment Advisors8,996$211K0.01%-1,06113F-HRTimeline
Focus Financial Network, Inc.8,757$206K0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,738$205K0.01%new13F-HRTimelineGroup
Walkner Condon Financial Advisors LLC8,590$202K0.04%-1,01713F-HRTimeline
Northwest Capital Management Inc8,555$201K0.09%new13F-HRTimeline
Janney Montgomery Scott LLC8,526$200K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…7,633$179K<0.01%-19,27813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,148$168K0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.7,111$167K0.01%+9713F-HRTimeline
MAI Capital Management7,066$166K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC6,725$158K<0.01%013F-HRTimeline
EP Wealth Advisors, LLC5,810$136K<0.01%-1,52213F-HRTimeline
PRIVATE TRUST CO NA5,755$135K0.01%+1,00013F-HRTimeline
CoreCap Advisors, LLC5,330$125K0.01%+2,34513F-HRTimeline
Battery Global Advisors, LLC5,254$123K0.07%-3,84613F-HRTimeline
QUADRANT CAPITAL GROUP LLC5,000$117K0.01%013F-HRTimeline
Investment Research & Advisory Group, I…4,529$106K0.04%+4,48413F-HRTimeline
AMERIFLEX GROUP, INC.4,077$97K0.04%13F-HRTimeline
Founders Financial Alliance, LLC3,805$89.3K0.02%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC3,768$88.4K0.07%13F-HRTimeline
2UniFi Bank3,672$86.2K0.06%13F-HRTimeline
BOK Financial Private Wealth, Inc.3,523$82.7K0.01%-1,51513F-HRTimeline
AdvisorNet Financial, Inc2,897$68K0.01%+44713F-HRTimeline
HOWE & RUSLING INC2,815$66.1K0.01%+22713F-HRTimeline
Bogart Wealth, LLC2,609$61.2K<0.01%+4213F-HRTimeline
Realta Investment Advisors2,509$59.2K0.02%new13F-HRTimeline
Towne Trust Company, N.A2,414$56.7K0.02%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,291$54K<0.01%013F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,212$51.9K<0.01%013F-HRTimelineGroup
WASHINGTON TRUST Co2,103$49.4K<0.01%+91913F-HRTimeline
BLAIR WILLIAM & CO/IL2,000$46.9K<0.01%+1,73113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,000$46.9K0.01%new13F-HRTimeline
Providence First Trust Co2,000$46.9K0.02%new13F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich1,812$46.9K<0.01%+12513F-HRTimeline
Householder Group Estate & Retirement S…1,909$44K0.03%-68013F-HRTimeline
Aptus Capital Advisors, LLC1,853$43.5K<0.01%-36013F-HRTimeline
TD Waterhouse Canada Inc.1,686$39.6K<0.01%-8413F-HRTimeline
Whipplewood Advisors, LLC1,607$37.7K0.02%13F-HRTimeline
Urban Financial Advisory Corp1,539$36.1K0.02%+3813F-HRTimeline
WHITTIER TRUST CO1,395$32.7K<0.01%-2,50013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,364$32K<0.01%013F-HRTimeline
NorthRock Partners, LLC1,273$29.9K<0.01%+2113F-HR/ATimeline
Cape Investment Advisory, Inc.1,273$29.9K0.01%+3513F-HRTimeline
Quest 10 Wealth Builders, Inc.1,226$28.8K0.03%13F-HRTimeline
Truvestments Capital LLC1,173$27.5K0.01%-35513F-HRTimeline
Hexagon Capital Partners LLC982$23K<0.01%+1813F-HRTimeline
MITCHELL SINKLER & STARR/PA800$18.8K0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.767$18K<0.01%new13F-HR/ATimeline
FRANKLIN RESOURCES INCin group Franklin Resources714$16.8K<0.01%-45313F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC701$16.5K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC660$15.5K<0.01%013F-HRTimeline
DB Fitzpatrick & Co, Inc638$15K0.01%013F-HRTimeline
Archer Investment Corp609$14.3K<0.01%013F-HRTimeline
Larson Financial Group LLC600$14.1K<0.01%new13F-HRTimeline
FLP Wealth Management, LLC556$13.1K0.03%13F-HRTimeline
FMR LLCin group FMR LLC535$12.6K<0.01%-35813F-HRTimelineGroup